IFP Advisors
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IFP Advisors’s MongoDB MDB Stock Holding History

IFP Advisors’s Portfolio MDB Stock Details MDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.06M Buy
3,051
+77
+3% +$29.1K 0.02% 752
2026
Q2 		$999K Sell
2,974
-182
-6% -$54.6K 0.02% 743
2026
Q1 		$772K Buy
3,156
+1,484
+89% +$496K 0.02% 788
2025
Q4 		$702K Sell
1,672
-225
-12% -$81.9K 0.02% 798
2025
Q3 		$589K Sell
1,897
-607
-24% -$156K 0.02% 798
2025
Q2 		$537K Buy
2,504
+39
+2% +$7.21K 0.02% 805
2025
Q1 		$432K Buy
2,465
+833
+51% +$203K 0.01% 824
2024
Q4 		$380K Buy
1,632
+574
+54% +$162K 0.01% 841
2024
Q3 		$286K Sell
1,058
-42
-4% -$10.9K 0.01% 923
2024
Q2 		$275K Sell
1,100
-3,654
-77% -$1.15M 0.01% 882
2024
Q1 		$1.7M Buy
4,754
+310
+7% +$127K 0.07% 288
2023
Q4 		$1.82M Buy
4,444
+2,950
+197% +$1.12M 0.09% 258
2023
Q3 		$517K Buy
1,494
+389
+35% +$148K 0.02% 578
2023
Q2 		$454K Sell
1,105
-127
-10% -$37K 0.02% 690
2023
Q1 		$57.3K Sell
1,232
-622
-34% -$131K ﹤0.01% 1507
2022
Q4 		$149K Buy
1,854
+94
+5% +$16.7K ﹤0.01% 1509
2022
Q3 		$155K Buy
1,760
+395
+29% +$115K ﹤0.01% 1564
2022
Q2 		$118K Hold
1,365
– – ﹤0.01% 1584
2022
Q1 		$118K Buy
1,365
+1,096
+407% +$429K ﹤0.01% 1584
2021
Q4 		$145K Sell
269
-6
-2% -$3.07K ﹤0.01% 1106
2021
Q3 		$127K Buy
275
+4
+1% +$1.61K ﹤0.01% 1181
2021
Q2 		$98K Hold
271
– – ﹤0.01% 1256
2021
Q1 		$76K Buy
+271
New +$96K ﹤0.01% 1281
2020
Q2 		– Sell
-90
Closed -$16.7K – 2859
2020
Q1 		$12K Sell
90
-86
-49% -$12.7K ﹤0.01% 1698
2019
Q4 		$24K Sell
176
-425
-71% -$55.8K ﹤0.01% 1541
2019
Q3 		$69K Buy
+601
New +$86.7K ﹤0.01% 1221
2019
Q1 		$56K Sell
388
-532
-58% -$54.6K 0.01% 920
2018
Q4 		$74K Buy
920
+795
+636% +$61.2K ﹤0.01% 1369
2018
Q3 		$10K Sell
125
-330
-73% -$22K ﹤0.01% 2858
2018
Q2 		$23K Buy
+455
New +$20.4K ﹤0.01% 2380

Other funds holding MDB

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

IFP Advisors's MDB Position: Q3 2026 in Review

IFP Advisors increased its MongoDB (MDB) stake by 2.6% in Q3 2026, buying an estimated $29.1K and bringing the position to 3,051 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #752.

IFP Advisors first reported a position in MDB in Q2 2018 and has held it in 30 quarters since. The position peaked at $1.82M in Q4 2023. 260 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

  • IFP Advisors held 3,051 shares of MongoDB worth $1.06M as of Q3 2026.
  • IFP Advisors bought 77 MongoDB shares in Q3 2026, an estimated $29.1K.
  • MongoDB made up 0.02% of IFP Advisors's portfolio in Q3 2026, its #752 holding.
  • IFP Advisors first reported a position in MongoDB in Q2 2018 and has held it in 30 quarters since.
  • IFP Advisors's MongoDB position peaked at $1.82M in Q4 2023.
  • 260 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.